Sagespring Wealth Partners’s Broadcom AVGO Stock Holding History

Sagespring Wealth Partners’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.7M	Buy	89,454 +3,036	+4%	+$999K	0.5%	35
2025 Q4	$29.9M	Buy	86,418 +223	+0.3%	+$79.7K	0.54%	31
2025 Q3	$28.4M	Buy	86,195 +904	+1%	+$277K	0.56%	34
2025 Q2	$23.5M	Buy	85,291 +12,196	+17%	+$2.65M	0.51%	37
2025 Q1	$12.2M	Buy	73,095 +6,646	+10%	+$1.41M	0.31%	50
2024 Q4	$15.4M	Buy	+66,449	New	+$12.3M	0.41%	40

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sagespring Wealth Partners's AVGO Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Broadcom (AVGO) stake by 3.5% in Q1 2026, buying an estimated $999K and bringing the position to 89,454 shares worth $27.7M. The position accounts for 0.5% of the portfolio, ranked #35.

Sagespring Wealth Partners first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $29.9M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Sagespring Wealth Partners held 89,454 shares of Broadcom worth $27.7M as of Q1 2026.
Sagespring Wealth Partners bought 3,036 Broadcom shares in Q1 2026, an estimated $999K.
Broadcom made up 0.5% of Sagespring Wealth Partners's portfolio in Q1 2026, its #35 holding.
Sagespring Wealth Partners first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Broadcom position peaked at $29.9M in Q4 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.